Financial Advisors - U.S. Bancorp Investments

At NextGen Wealth, our passion is serving as a trusted financial advisor for individuals looking for expert financial and retirement planning. Located in Lee’s Summit, MO, we are a financial planning and investment management firm whose founder is a Certified Financial Planner® (CFP®) and fiduciary. Through technology and innovation, we help our clients in the Kansas City metro and nationwide find their path to financial independence. We create custom financial plans catered to each client’s unique needs including retirement planning, college savings, budgeting, and more. We work with our clients through the investment and wealth management processes to ensure they receive the true value of a full-service financial advisor.

Our purpose is to make a positive difference in the lives of our clients by professionally dedicating ourselves to their financial well-being. We are focused on helping our clients build, preserve and maximize their wealth. We accomplish this by combining comprehensive financial planning, disciplined investment strategies and completely objective advice. And because we serve a select group of high-net-worth individuals and business owners, we are able to offer highly personalized service with attention to every detail. The results consistent, well-planned strategy designed to meet the unique needs of each client.

As a Catastrophe Adjusting Firm, we set ourselves apart from independent adjusting companies as we set stronger expectations of our work and our extensive knowledge in the Agribusiness, Commercial Agribusiness and Flood industries inside and out. Some of our services include claims management, assignment, review, auditing, consulting, desk review and many other services that can be specifically customized to our individual client needs.